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Adam Jorgensen

Capital Markets Iq, LLC
11 Years of Experience
Palm Beach Gardens, FL
Sells Insurance
View SEC Summary
View SEC Summary

Adam Jorgensen is a registered investment advisor at Capital Markets Iq, LLC, based in Palm Beach Gardens, FL, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 884 clients with $570M in assets under management.

Capital Markets Iq, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
884 clients
Average Client Portfolio
$646K average
Assets Under Management
$571.4M

Fee Structure

Minimum Investment:$100K
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.80%

Fees are typically 0% to 2.80% of assets under management and are fully negotiable. Certain clients negotiate tiered progressive fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4440 PGA Blvd., Suite 600, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam owns Veracity Financial Services and is a member, vice president, and investment advisor since 2012. He also owns Veracity Advisers LLC, focusing on fixed insurance sales and business valuations, and spends about 10-20% of his time on this, plus another 30% of his time on CPA team-based model services.

Employment History
Current Registrations
Capital Markets Iq, LLC
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Invest Financial Corporation
February 2015 - August 2016 · 1 yr 6 mos
State Registrations7 states
AZCACOFLNYORTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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